Platinum Sponsor Spotlight

Alliance Resource Group

Alliance Resource Group is a nationally recognized Finance and Accounting talent partner specializing in Executive Search and Interim Consulting. We leverage our deep connections within California’s business community and a 100,000+ nationwide network to match top talent with some of our country’s most respected companies.

We go deep to understand both the companies we work with and the unique skills, experience, and drivers of each candidate. Our approach eliminates inefficiencies in the hiring process and leads to greater employee engagement and retention.

With real-world experience in the sectors we serve, our team understands business — especially from the CFO perspective. No other firm can match the depth of our financial recruiting expertise or our knowledge of the talent community in Southern California and beyond.

Bank of America

Whether raising capital in Orange County or financing equipment in Dallas, hedging currencies in Frankfurt or expanding a business in Canada, we understand the challenges our clients face around the world. We combine local knowledge and a global perspective to tailor solutions to meet our clients’ goals. We are one of the largest U.S. commercial lender and depositor. And we have one of the top market-making and investment banking platforms.

Buchalter

Buchalter is a nationally recognized, full-service business law firm with nearly 700 attorneys across 18 offices in 10 states. Building on more than 90 years of client service and significant recent growth, the Firm advises businesses, financial institutions, entrepreneurs, and other organizations on their most important legal and business matters.

The Firm’s national platform encompasses leading practices in commercial finance, corporate, health care, insolvency, intellectual property, litigation, labor and employment, intellectual property, real estate, tax, and estate planning. With attorneys and capabilities spanning key markets across the country, Buchalter brings together the experience, industry knowledge, and resources clients need to navigate complex transactions, disputes, regulatory matters, and business challenges at every stage of their growth and evolution.

Buchalter’s founding principle remains central to the Firm today: providing clients with outstanding business solutions in a timely manner and with sensitivity to cost. The breadth of backgrounds, perspectives, and experience across the Firm strengthens its ability to deliver meticulous, creative, and practical counsel tailored to each client’s objectives.

FBFK Law

At FBFK, we are a people-first, entrepreneurial, and service-driven law firm guided by The FBFK Way, our shared commitment to integrity, collaboration, and appreciation in everything we do. Over the past 20+ years, we have grown into a full-service business law firm with offices in Dallas, Houston, Austin, and Fort Worth, Texas, as well as Orange County, Century City (Los Angeles), and San Diego, California, serving clients throughout the United States.

Our team supports businesses, entrepreneurs, and investors across a wide range of practice areas, including corporate transactions, real estate, intellectual property, litigation, estate planning and regulatory matters. We believe legal services should be both high-quality and accessible, and we are intentional about aligning our work with our clients’ goals to help them grow, protect, and evolve their businesses.

As we continue to expand, our focus remains the same: to serve our clients well, support our people, and build something that is sustainable, collaborative, and forward-looking, all grounded in The FBFK Way.

Hardesty

Hardesty LLC is a leading executive talent solutions firm specializing in C-Suite placements. With a proven track record of success, they have placed over 1,000 CFOs and helped over 500 companies achieve their business goals. Our CFOs, controllers and other financial management professionals have deep operational expertise across all industries.

Hardesty offers a comprehensive suite of services, including executive search, interim executive placement, and leadership consulting. Their team of experienced professionals possesses deep industry knowledge and a strong understanding of the evolving needs of businesses. Hardesty is committed to building long-lasting relationships with clients and candidates, ensuring a seamless and successful talent acquisition process.

Whether interim, permanent or project basis, our team provides top line talent and bottom line results.

Visit http://hardestyllc.com/ for more information.

KeyBank

KeyCorp's roots trace back more than 200 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $184 billion at December 31, 2025. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 950 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit key.com/socal. KeyBank Member FDIC.

ROARK

ROARK is a rapidly growing accounting and finance consulting and placement firm in Southern California. Our team partners with Boards of Directors, Owners, and Executive Management to help with the following:

Audit Support/Technical Accounting
Accounting and Finance Professionals who lead or support an ERP system implementation or upgrade
Accounting and Finance expertise in the purchase or sale of a business
Professional Service needs (CPA, Bank, and other trusted advisors). We know the best!
Interim CFOs and Controllers
Permanent Placement Search

Put simply, we Help | Help Hard | Help with a Good Heart.

For more information on our services or how we can help your company, please contact Eric Roark, President and CEO, at (909) 648-1102 or eric@roarkfs.com. We look forward to passionately serving you! http://roarkfs.com/

RSM

RSM US LLP meets the needs of private equity firms and their portfolio companies with audit, tax and consulting solutions that are designed to maximize value throughout the fund life cycle. Private equity firms investing in the middle market turn to us because of our deep expertise serving midsized companies and an industry specialization that aligns with many firms' portfolios.

RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 37,000 people in over 110 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit www.rsmus.com, like us on Facebook at RSM US LLP, follow us on Twitter @RSMUSLLP and/or connect with us on LinkedIn.

For more information on our private equity services, please contact our Western Region Private Equity Leader, Lloyd Miller, at lloyd.miller@rsmus.com or 949-255-6584.

Singer Lewak

Serving the western United States since 1959, and a Top 100 Firm, SingerLewak has earned a reputation for professional excellence and expertise in accounting, tax and management consulting disciplines, with deep expertise working with privately owned enterprises, multi-generational family owned businesses and investor backed companies. We work hand in hand with our private sector and investor backed portfolio clients, to deliver full service value through the lifecycle of establishment, growth, and exits.

To find out more about our accounting, audit, tax advisory and valuation practice, visit us at www.singerlewak.com or contact our PE Group practice leader, Rob Schlener at: rschlener@singerlewak.com or our Privately Owned Business practice leader, David Krajanowski at: dkrajanowski@singerlewak.com or directly at 949-261-8600

To learn more, contact committee members Laurel Mannor Diane Wittenberg.

About SullivanCurtisMonroe Insurance Services, LLC

SullivanCurtisMonroe Insurance Services has provided innovative best-in-class service delivered by experienced and creative experts for more than 90 years. SCM offers industry-specific coverage and service solutions for commercial property and casualty, employee benefits and personal lines insurance. SCM holds a strong marketplace position as Southern California’s leading regional brokerage firm for middle market businesses. Since 2020 the firm has been a core part of BroadStreet Partners, now the 12th largest broker in the U.S., providing even greater marketplace clout and nationwide resources. SCM is recognized as a Best Places to Work by Business Insurance (2021-24) and the Orange County Business Journal (2023-24). The firm has regional offices in Orange County, Los Angeles County and the Inland Empire, as well as BroadStreet Partners’ offices nationwide.

Stradling

Stradling is one of the west coast's leading business law firms with more than 130 attorneys practicing in 10 offices across California, Colorado, Nevada and Washington. Stradling's clients include emerging and high growth public and private companies as well as private equity, hedge funds and venture capital groups. Widely recognized for its expertise, responsiveness and outstanding client service, the Firm's size, structure, and culture allow it to provide the highest quality representation while maintaining the responsiveness and relationships commonly associated with smaller firms.

Visit http://www.sycr.com/ for more information.

Troutman Pepper Locke

Troutman Pepper Locke has more than 650 attorneys in 16 offices spanning the United States and China, including an expanding practice on the West Coast with close to 100 attorneys and four offices: Orange County, San Diego, San Francisco and Portland. The firm helps clients across sectors realize their business goals, including transacting for growth, resolving mission-threatening disputes and navigating complex legal and regulatory challenges. In Orange County, the firm represents privately and publicly held companies in emerging and middle markets, and clients in sectors, including financial institutions, investment banking, real estate, finance, manufacturing, insurance, technology, pharmaceuticals, food and beverage, energy and retail.

Troutman Pepper has cultivated its reputation for a higher commitment to client care for over 120 years. For additional information regarding Troutman Pepper, please contact Larry Cerutti at larry.cerutti@troutman.com or 949.622.2710 or visit us at https://www.troutman.com/

U.S. Bank

U.S. Bancorp (NYSE: USB), with more than 70,000 employees and $686 billion in assets as of September 30, 2024, is the parent company of U.S. Bank National Association, the nation’s 5^th largest bank. Headquartered in Minneapolis, MN, the company serves millions of customers locally, nationally, and globally through a diversified mix of businesses including Consumer Banking, Business Banking, Commercial Banking, Institutional Banking, Payment Solutions and Wealth Management. U.S. Bancorp has been recognized for its approach to digital innovation, community partnerships and customer service, including being named one of the 2024 World’s Most Ethical Companies and Fortune’s Most Admired Superregional Bank.

Learn more at usbank.com/about

Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.3 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 38 on Fortune’s 2026 rankings of America’s largest corporations.

Withum

Withum is a forward-thinking, technology-driven advisory and accounting firm committed to helping clients be more profitable, efficient and productive in today's complex business environment. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. We provide the expert advice and innovative solutions you need to help your business grow and thrive – to Be in a Position of Strength^SM. Get to know us at www.withum.com.

For more information on our services, please contact Sven Johnston at sjohnston@withum.com or 949.409.7872.